Here to act in your best interests

About me

I have been helping my clients achieve their financial goals since 2002, working with them on all facets of their financial well-being. As a financial planner it is my passion to educate and coach my clients through the complex financial situations that they face in a way that is customized to them. Outside of work I am an avid technology enthusiast and consumer of all forms of entertainment. There is nothing better than a movie night with my wife and my son.


Bachelor of Business Administration, National University

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Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Virginia Beach

277 Bendix Rd
Suite 150
Virginia Beach, VA 23452

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Virginia Beach - Newport News (Appt Only)

11815 Fountain Way
Suite 300
Newport News, VA 23606

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning